Salesforce for Financial Services

Salesforce for Financial Services

Business today is all about relationships. Managing and maintaining those relationships is very important in today’s business world. You need more than just industry expertise when you are building relationships with your existing and potential customers, trying to increase your revenue, and delivering the right information at the right time. Salesforce is the platform that can do it all for your financial services. It’s a platform to provide real-time access to critical data, visibility into unique customer journeys, and meaningful insights at every stage of the customer lifecycle.

Bolt Today offers IT services and solutions for various financial operations of your organization. Regardless of what sector of financial service industry you are in, we help you in achieving digital transformation for your Finance related business operations like Loans and Mortgages, Underwriting Processes, Payoff Management, Loan Modification, Insurance, etc.

With our strong experience in Finance domain and Salesforce Finance Cloud implementation, we have specialized in developing business processes that are efficient, cost-effective, and the right fit, thereby helping companies to deal with process challenges.

Our strong team of experienced resources helps to strategize, based on your business requirements, and implement solutions that are unique, efficient, and seamless. Bolt Today Team has extensive experience in working with diverse financial service providers in Business Operations such as Loans and Mortgages, Wealth Management, Analytics, and Risk Management.

We empower you to rejuvenate and enrich the Customer Experience!!

Looking for a digital transformation partner for your financial services?

Our Offerings

Business Operations that we have implemented across multiple clients and industries are:

With our expertise in Salesforce for Financial services, banking and lending institutions can -

  • Adapt regulatory changes in consumer lending and mortgage
  • Loan amount revision and modification
  • Loan closure process
  • Underwriting processes
  • Standardize customer care for retail banking
  • Automate the lending process for retail/commercial banking
  • Loan origination process

Our Expertise in the insurance domain helps Insurance companies to cater to individualized Policy holders’ needs. Agents and customer service people can view real time analytics to recommend insurance coverage, benefits etc.

  • Shows customer view
  • Onboarding new client
  • Pre and post transaction customer journey
  • Analytics and risk management
  • Reporting and dashboard generation
  • Automated email communication

With Financial Services Cloud, it makes easier for Wealth Assets Management firms to –

  • Get greater insight into Financial Accounts integration of assets held away and other data sources
  • Provide tools to deliver personalized advice across all channels
  • Automate householding to give the greater client insight
  • Compliance Monitoring
  • Settlement Applications
  • Data Regulatory Process

We have leveraged Salesforce Sales and Financial Cloud to redesign their processes and empowered our clients’ agents and representatives for easy collaboration and increased productivity.

Speed up your financial offerings with Salesforce.